North Star Investment Management’s Helix Energy Solutions HLX Stock Holding History

North Star Investment Management’s Portfolio HLX Stock Details HLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-44,000	Closed	-$276K	–	1749
2025 Q4	$276K	Hold	44,000	–	–	0.02%	399
2025 Q3	$289K	Hold	44,000	–	–	0.02%	384
2025 Q2	$275K	Sell	44,000 -21,000	-32%	-$139K	0.02%	379
2025 Q1	$540K	Hold	65,000	–	–	0.04%	307
2024 Q4	$606K	Hold	65,000	–	–	0.04%	299
2024 Q3	$722K	Hold	65,000	–	–	0.05%	277
2024 Q2	$776K	Sell	65,000 -46,600	-42%	-$520K	0.06%	264
2024 Q1	$1.21M	Sell	111,600 -19,304	-15%	-$188K	0.09%	212
2023 Q4	$1.35M	Sell	130,904 -1,500	-1%	-$14.9K	0.1%	192
2023 Q3	$1.48M	Buy	132,404 +1,500	+1%	+$14.5K	0.12%	174
2023 Q2	$966K	Hold	130,904	–	–	0.08%	236
2023 Q1	$1.01M	Hold	130,904	–	–	0.08%	236
2022 Q4	$966K	Buy	+130,904	New	+$786K	0.09%	227
2015 Q1	–	Sell	-340	Closed	-$7K	–	788
2014 Q4	$7K	Buy	+340	New	+$8.09K	﹤0.01%	657

Other funds holding HLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

North Star Investment Management's HLX Position: Q1 2026 in Review

North Star Investment Management sold out of Helix Energy Solutions (HLX) in Q1 2026, closing a stake of 44,000 shares — an estimated $276K sold.

North Star Investment Management first reported a position in HLX in Q4 2014 and held it in 14 quarters. The position peaked at $1.48M in Q3 2023. 274 funds tracked by Wall St. Rank hold HLX as of Q1 2026.

North Star Investment Management reported no remaining Helix Energy Solutions position as of Q1 2026 after selling out during the quarter.
North Star Investment Management sold 44,000 Helix Energy Solutions shares in Q1 2026, an estimated $276K.
North Star Investment Management first reported a position in Helix Energy Solutions in Q4 2014 and held it in 14 quarters.
North Star Investment Management's Helix Energy Solutions position peaked at $1.48M in Q3 2023.
274 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.